Our Team

Ryan Casperson

Financial Planning Analyst

As Financial Planning Analyst, Ryan works with the Planners and Financial Planning Manager to prepare analysis and materials for meetings at every stage of the planning process.

Ryan moved to Chicago from the Minneapolis area to join our team in July 2018 after receiving a degree in Economics from Carleton College. He has a passion for challenging himself to learn new ideas and skills, as well as a drive to help others achieve their personal goals. This led him to seek a career in the financial planning industry. In his spare time, Ryan can be found playing or watching sports, spending time with family and friends, or spending time outdoors (preferably along the Minnesota North Shore). Ryan uses the same skills he learned as a college basketball player, such as quick thinking, work ethic, and problem solving, to ensure that each client’s needs are met.

THE NEXT LEVEL PLANNING GROUP

The Next Level Planning Group (TNLPG) is a wealth management firm based in Chicago. Its mission is to Educate, Empower, and Enrich clients through a radically specific and refreshingly accountable approach to the financial decisions and actions of individuals and families

The Next Level Planning Group is a marketing name for Registered Representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor. Affiliates are separately responsible for their own financial and contractual obligations. CRN-1416236-020916

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.